Net Worth Calculator
This calculator was designed to help you to take a "picture" of your current financial condition. Whereas an income and expense statement shows you your financial picture for a period of time (month, year, etc.), this Net Worth Calculator will show you your financial picture at a single point in time (a specific date). That way, if you compute your Net Worth now, and then again 3 months from now, you will be able to tell whether your financial picture is improving or getting worse.

Starting at the top and working your way down, complete the totals for each of the six sections. Once you've completed the entire worksheet, click on the "Create Report" button at the bottom of the worksheet. This will create a condensed report in a new window that you can print-out and compare to your other Net Worth Reports.

Your Name   Enter date to display on report
Assets   Liabilities
Liquid Assets   Short-Term
Cash (checking & savings accounts)   Credit Cards
Short-Term Investments   Car Loan
Treasury Bills   Construction Liens/Notes/Balances Due
Savings Certificates   Loan on Life Insurance
Money Market Funds   Installment Loans
Cash Value of Life Insurance   Accrued Income Taxes
Other   Other Debt
Total Liquid Assets   Total Short-Term Liabilities
Investment Assets   Long-Term
Notes Receivable   Loans to Purchase Personal Assets
Marketable Securities   Loan to Acquire Business
Securities   Mortgage on Personal Residence(s)
Bonds   Note to Business
Real Estate (investment)   Other
Tax Incentive Investments   Other
Retirement Funds   Other
Total Investment Assets   Total Long-Term Liabilities
Personal Assets   Contingent Liabilities
Residence   Endorser
Vacation Property   Guarantor (SBA Loan)
Art, Antiques   Damage Claims
Furnishings   Taxes
Vehicles   Other
Other   Other
Total Personal Assets   Total Contingent Liabilities
Total Assets   Total Liabilities
Net Worth